Civic Intelligence

Stephen N Schwartz Dds

Plan context: Stephen N Schwartz Dds Profit Sharing Plan

EIN 41-0967147 • Albert Lea, MN • 19 filings • 1 plans

207 South LnAlbert Lea, MN 56007-1450
Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$443,132

2021 Contributions

$18,312

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$812,756$406,378$0199920122021YearValue
$443,132Latest year 2021

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

840199920112021YearValue
1Latest year 2021

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202111$443,132$0-
Stephen N Schwartz Dds Profit Sharing Plan-1$443,132$0-
201913$667,486$0-
Stephen N Schwartz Dds Profit Sharing Plan-3$667,486$0-
201813$594,547$18,312$6,104iApproximate average salary by contribution assumption: employee only about $152,600 at 4% or $101,733 at 6%; with 50% employer match about $101,733 at 4% or $67,822 at 6%; with 100% employer match about $76,300 at 4% or $50,867 at 6%.
Stephen N Schwartz Dds Profit Sharing Plan-3$594,547$18,312$6,104iApproximate average salary by contribution assumption: employee only about $152,600 at 4% or $101,733 at 6%; with 50% employer match about $101,733 at 4% or $67,822 at 6%; with 100% employer match about $76,300 at 4% or $50,867 at 6%.
201715$812,756$72,736$14,547iApproximate average salary by contribution assumption: employee only about $363,680 at 4% or $242,453 at 6%; with 50% employer match about $242,453 at 4% or $161,636 at 6%; with 100% employer match about $181,840 at 4% or $121,227 at 6%.
Stephen N Schwartz Dds Profit Sharing Plan-5$812,756$72,736$14,547iApproximate average salary by contribution assumption: employee only about $363,680 at 4% or $242,453 at 6%; with 50% employer match about $242,453 at 4% or $161,636 at 6%; with 100% employer match about $181,840 at 4% or $121,227 at 6%.
201616$663,805$52,971$8,829iApproximate average salary by contribution assumption: employee only about $220,713 at 4% or $147,142 at 6%; with 50% employer match about $147,142 at 4% or $98,094 at 6%; with 100% employer match about $110,356 at 4% or $73,571 at 6%.
Stephen N Schwartz Dds Profit Sharing Plan-6$663,805$52,971$8,829iApproximate average salary by contribution assumption: employee only about $220,713 at 4% or $147,142 at 6%; with 50% employer match about $147,142 at 4% or $98,094 at 6%; with 100% employer match about $110,356 at 4% or $73,571 at 6%.
201516$584,424$0-
Stephen N Schwartz Dds Profit Sharing Plan-6$584,424$0-
201416$603,574$53,581$8,930iApproximate average salary by contribution assumption: employee only about $223,254 at 4% or $148,836 at 6%; with 50% employer match about $148,836 at 4% or $99,224 at 6%; with 100% employer match about $111,627 at 4% or $74,418 at 6%.
Stephen N Schwartz Dds Profit Sharing Plan-6$603,574$53,581$8,930iApproximate average salary by contribution assumption: employee only about $223,254 at 4% or $148,836 at 6%; with 50% employer match about $148,836 at 4% or $99,224 at 6%; with 100% employer match about $111,627 at 4% or $74,418 at 6%.
201318$652,422$51,653$6,457iApproximate average salary by contribution assumption: employee only about $161,416 at 4% or $107,610 at 6%; with 50% employer match about $107,610 at 4% or $71,740 at 6%; with 100% employer match about $80,708 at 4% or $53,805 at 6%.
Stephen N Schwartz Dds Profit Sharing Plan-8$652,422$51,653$6,457iApproximate average salary by contribution assumption: employee only about $161,416 at 4% or $107,610 at 6%; with 50% employer match about $107,610 at 4% or $71,740 at 6%; with 100% employer match about $80,708 at 4% or $53,805 at 6%.
201217$533,334$32,112$4,587iApproximate average salary by contribution assumption: employee only about $114,686 at 4% or $76,457 at 6%; with 50% employer match about $76,457 at 4% or $50,971 at 6%; with 100% employer match about $57,343 at 4% or $38,229 at 6%.
Stephen N Schwartz Dds Profit Sharing Plan-7$533,334$32,112$4,587iApproximate average salary by contribution assumption: employee only about $114,686 at 4% or $76,457 at 6%; with 50% employer match about $76,457 at 4% or $50,971 at 6%; with 100% employer match about $57,343 at 4% or $38,229 at 6%.
201116$488,677$46,449$7,742iApproximate average salary by contribution assumption: employee only about $193,538 at 4% or $129,025 at 6%; with 50% employer match about $129,025 at 4% or $86,017 at 6%; with 100% employer match about $96,769 at 4% or $64,513 at 6%.
Stephen N Schwartz Dds Profit Sharing Plan-6$488,677$46,449$7,742iApproximate average salary by contribution assumption: employee only about $193,538 at 4% or $129,025 at 6%; with 50% employer match about $129,025 at 4% or $86,017 at 6%; with 100% employer match about $96,769 at 4% or $64,513 at 6%.
201016$456,961$47,266$7,878iApproximate average salary by contribution assumption: employee only about $196,942 at 4% or $131,294 at 6%; with 50% employer match about $131,294 at 4% or $87,530 at 6%; with 100% employer match about $98,471 at 4% or $65,647 at 6%.
Stephen N Schwartz Dds Profit Sharing Plan-6$456,961$47,266$7,878iApproximate average salary by contribution assumption: employee only about $196,942 at 4% or $131,294 at 6%; with 50% employer match about $131,294 at 4% or $87,530 at 6%; with 100% employer match about $98,471 at 4% or $65,647 at 6%.
200917$397,177$43,537$6,220iApproximate average salary by contribution assumption: employee only about $155,489 at 4% or $103,660 at 6%; with 50% employer match about $103,660 at 4% or $69,106 at 6%; with 100% employer match about $77,745 at 4% or $51,830 at 6%.
Stephen N Schwartz Dds Profit Sharing Plan-7$397,177$43,537$6,220iApproximate average salary by contribution assumption: employee only about $155,489 at 4% or $103,660 at 6%; with 50% employer match about $103,660 at 4% or $69,106 at 6%; with 100% employer match about $77,745 at 4% or $51,830 at 6%.
200815$298,267$42,005$8,401iApproximate average salary by contribution assumption: employee only about $210,025 at 4% or $140,017 at 6%; with 50% employer match about $140,017 at 4% or $93,344 at 6%; with 100% employer match about $105,013 at 4% or $70,008 at 6%.
Stephen N Schwartz Dds Profit Sharing Plan-5$298,267$42,005$8,401iApproximate average salary by contribution assumption: employee only about $210,025 at 4% or $140,017 at 6%; with 50% employer match about $140,017 at 4% or $93,344 at 6%; with 100% employer match about $105,013 at 4% or $70,008 at 6%.
200715$0$0-
Stephen N Schwartz Dds Profit Sharing Plan-5---
200615$200,378$0-
Stephen N Schwartz Dds Profit Sharing Plan-5$200,378--
200515$176,972$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Stephen N Schwartz Dds Profit Sharing Plan-5$176,972$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200314$372,200$0-
Stephen N Schwartz Dds Profit Sharing Plan-4$372,200--
200013$0$0-
Stephen N Schwartz Dds Profit Sharing Plan-3---
199913$385,821$26,226$8,742iApproximate average salary by contribution assumption: employee only about $218,550 at 4% or $145,700 at 6%; with 50% employer match about $145,700 at 4% or $97,133 at 6%; with 100% employer match about $109,275 at 4% or $72,850 at 6%.
Stephen N Schwartz Dds Profit Sharing Plan-3$385,821$26,226$8,742iApproximate average salary by contribution assumption: employee only about $218,550 at 4% or $145,700 at 6%; with 50% employer match about $145,700 at 4% or $97,133 at 6%; with 100% employer match about $109,275 at 4% or $72,850 at 6%.